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FISV

Fiserv Inc

981 hedge funds and large institutions have $35.6B invested in Fiserv Inc in 2019 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 311 increasing their positions, 394 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 58

42% more call options, than puts

Call options by funds: $99.8M | Put options by funds: $70.4M

40% more capital invested

Capital invested by funds: $25.3B → $35.6B (+$10.2B)

34% more funds holding in top 10

Funds holding in top 10: 4763 (+16)

15.34% more ownership

Funds ownership: 87.65%102.99% (+15%)

8% more funds holding

Funds holding: 912981 (+69)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 394

Holders
981
Holders Change
+69
Holders Change %
+7.57%
% of All Funds
21.23%
Holding in Top 10
63
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+34.04%
% of All Funds
1.36%
New
136
Increased
311
Reduced
394
Closed
58
Calls
$99.8M
Puts
$70.4M
Net Calls
+$29.4M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
551
Choate Investment Advisors
Massachusetts
$1.2M -$36.3K -440 -3%
CFGS
552
Concourse Financial Group Securities
Alabama
$1.19M -$22.9K -277 -2%
CWM
553
Confluence Wealth Management
Oregon
$1.19M -$3.47K -42 -0.3%
PC
554
PA Capital
Virginia
$1.18M +$1.11M +13,415 New
APG
555
Abacus Planning Group
South Carolina
$1.14M -$12K -145 -1%
DSI
556
Daiwa SB Investments
Japan
$1.13M +$79.2K +960 +8%
II
557
Inspire Investing
Idaho
$1.12M +$184K +2,230 +21%
IFS
558
Ifrah Financial Services
Arkansas
$1.12M -$10.3K -125 -1%
BFM
559
Boothbay Fund Management
New York
$1.12M +$1.05M +12,691 New
B
560
Barings
North Carolina
$1.11M +$503K +6,100 +94%
VWM
561
Valley Wealth Managers
New Jersey
$1.11M +$647K +7,845 +165%
BSW
562
Buckingham Strategic Wealth
Missouri
$1.1M +$58.9K +714 +6%
PM
563
Penbrook Management
New York
$1.09M
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$1.08M +$24.8K +300 +3%
PNC
565
Park National Corp
Ohio
$1.08M -$74.1K -898 -7%
PCA
566
Private Capital Advisors
Connecticut
$1.08M
AssetMark Inc
567
AssetMark Inc
California
$1.08M -$165K -1,996 -14%
VFA
568
Voya Financial Advisors
Connecticut
$1.07M +$64.1K +777 +7%
GSBTD
569
Glenview State Bank Trust Department
Illinois
$1.06M -$116K -1,400 -10%
FFA
570
First Foundation Advisors
California
$1.03M +$966K +11,712 New
IDA
571
Intelligence Driven Advisers
California
$1.03M -$3.22K -39 -0.3%
CI
572
Conning Inc
Connecticut
$1.03M -$10.7K -130 -1%
EMB
573
Elefante Mark B
$1.03M -$161K -1,949 -14%
RFC
574
Regions Financial Corp
Alabama
$1.02M -$11.1K -135 -1%
GWM
575
Geneos Wealth Management
Colorado
$1.02M +$343K +4,159 +56%

FISV Hedge Fund Activity: Q1 2019 in Review

981 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2019, worth a combined $35.6B — up 40% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new FISV positions and 58 closed out — a net gain of 78 holders — while 311 added to existing stakes and 394 trimmed.

The largest buyer was Capital International Investors, adding an estimated $692M. The largest seller was Capital Research Global Investors, cutting an estimated $228M.

  • 981 institutional investors held Fiserv Inc (FISV) as of Q1 2019, up from 912 in Q4 2018.
  • Funds reported $35.6B of Fiserv Inc stock for Q1 2019, up 40% quarter-over-quarter.
  • 136 funds opened new Fiserv Inc positions in Q1 2019 and 58 closed out, a net change of +78 holders.
  • The largest Fiserv Inc buyer in Q1 2019 was Capital International Investors, an estimated $692M added.
  • The largest Fiserv Inc seller in Q1 2019 was Capital Research Global Investors, an estimated $228M sold.

Based on aggregated 13F filings for Q1 2019.